Data Center
Vistra Corp: Gearing Up to Power AI Hyperscalers with Nuclear and Natural Gas
Vistra Corp. (NYSE: VST) is the largest competitive power generation and retail electric company in the United States. It’s an integrated independent power producer (IPP) based out of Irving, Texas, serving five million customers across 20 states and Washington, D.C., with a power generation capacity of 41 GW (41,000 MW). It has the second-largest competitive nuclear fleet in the country, behind Constellation Energy. Texas is a hotspot for data centers and chip manufacturers. The company has power purchase agreements (PPA) with Amazon and Microsoft and is actively “speaking with all the major hyperscalers” and actively engaged with the major data center developers, according to Vistra CEO Jim Burke during their Q4 conference call. As of March 1, 2025, Vistra energy has 41 GW capacity, comprised of 27 GW for natural gas, 6.4 GW for nuclear, 6 GW for coal and 2 GW for renewable and battery/energy storage (1 GW), which includes solar assets with 350 MW already online.
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